Mark Allen Parsons

Employer firm

Sax Wealth Advisors, LLC CRD 119193

$3.60B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2003 → 07/2019
  Raymond James Financial Services, Inc
  Vero Beach, FL
• 07/2003 → 07/2019
  Raymond James Financial Services, Inc
  Vero Beach, FL
• 01/2019 → 03/2026
  Parsons Financial Group, Llc
  Vero Beach, FL
• 04/2026 → Present
  Sax Wealth Advisors, Llc
  Parsippany, NJ

Previous Registrations

• 2019-05-16 → 2026-07-10
  Parsons Financial Group, Llc
  Vero Beach, FL
  Vero Beach, FL
• 2009-11-24 → 2019-07-11
  Raymond James Financial Services Advisors, Inc
  Vero Beach, FL
• 2003-07-14 → 2009-11-30
  Raymond James Financial Services, Inc.
  Vero Beach, FL
• 2003-07-01 → 2003-07-10
  Wells Fargo Clearing Services, Llc
  Vero Beach, FL
• 1998-08-28 → 2003-07-01
  Prudential Equity Group, Llc
  Vero Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-22
• S63 Uniform Securities Agent State Law Examination
  1991-10-21

Other Names

• Mark A Parsons